Who Owns USCF ESG Dividend Income Fund (UDI)?Hedge Fund & Institutional Holders
Institutional Holders
8
as of Q4 2025
Total Institutional Value
$1000.2T
% of Float Held
—
QoQ Change in Holders
+5 / -0
Price History
UDI — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | New Position | +58K | +$1.0M |
| Walkner Condon Financial Advisors LLC | New Position | +7K | +$231K |
| UBS Group AG | New Position | +101 | +$3K |
| Kestra Advisory Services, LLC | New Position | +1K | +$0 |
| MORGAN STANLEY | New Position | +1 | +$0 |
UDI — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| GTS SECURITIES LLC | Decreased | -7K | -$573.8M |
| OSAIC HOLDINGS, INC. | Decreased | -9K | -$366.2M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Envestnet Portfolio Solutions, Inc. | 58,384 | $1.0M | 0.00% | Share |
| 2 | Walkner Condon Financial Advisors LLC | 7,175 | $231K | 0.03% | Share |
| 3 | UBS Group AG | 101 | $3K | 0.00% | Share |
| 4 | GTS SECURITIES LLC | 11,755 | $0 | 0.00% | Share |
| 5 | Kestra Advisory Services, LLC | 1,373 | $0 | 0.00% | Share |
| 6 | MORGAN STANLEY | 1 | $0 | 0.00% | Share |
| 7 | OSAIC HOLDINGS, INC. | 227 | $0 | 0.00% | Share |
| 8 | OSAIC HOLDINGS, INC. | 2,726 | $0 | 0.00% | Share |
UDI Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 7 | $1.2M | +5 |
| Q3 2025 | 2 | $940.0M | -3 |
| Q2 2025 | 5 | $2.5B | +1 |
| Q1 2025 | 4 | $2.7B | -3 |
| Q4 2024 | 7 | $2.9B | +0 |
| Q3 2024 | 7 | $809.9B | +4 |
| Q2 2024 | 3 | $54.0M | +1 |
| Q1 2024 | 2 | $13K | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 8 institutional investors hold UDI (USCF ESG Dividend Income Fund). The largest holder is Envestnet Portfolio Solutions, Inc. with $1.0M in shares. This quarter, 5 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own UDI?
As of Q4 2025, 8 institutional investors report holding UDI (USCF ESG Dividend Income Fund) in their 13F filings.
Who is the largest institutional holder of UDI?
The largest institutional holder of UDI is Envestnet Portfolio Solutions, Inc. with $1.0M in shares.
Is institutional ownership of UDI increasing or decreasing?
This quarter, 5 institutions opened new positions in UDI and 0 closed their positions.